HSBC Holdings

HSBC Holdings Portfolio holdings

AUM $156B
 

HSBC Holdings plc, founded in 1865 as the Hongkong and Shanghai Banking Corporation by Sir Thomas Sutherland to finance trade in East Asia, is a British multinational bank headquartered in London, managing trillions in assets as one of the world’s largest banking and financial services organizations. Operating in over 60 countries with a strong emphasis on Asia—where it generates much of its revenue—HSBC offers retail banking, wealth management, commercial banking, and global markets services to more than 40 million customers, supported by around 214,000 employees as of late 2024. Known for its international network and resilience through crises like the 1997 Asian financial downturn, HSBC has pivoted under Group CEO Noel Quinn (since 2020) to accelerate digital transformation and sustainability goals, targeting net-zero emissions by 2050. Despite challenges like geopolitical tensions and regulatory pressures, HSBC remains a cornerstone of global finance, leveraging its heritage as a trade financier into a modern, Asia-centric banking powerhouse.

This Quarter Return
+5.04%
1 Year Return
+21.35%
3 Year Return
+90.37%
5 Year Return
+153.34%
10 Year Return
+348.79%
AUM
$41.9B
AUM Growth
+$41.9B
Cap. Flow
+$3.7B
Cap. Flow %
8.82%
Top 10 Hldgs %
19.73%
Holding
1,537
New
87
Increased
627
Reduced
666
Closed
72

Sector Composition

1 Technology 15.34%
2 Financials 12.27%
3 Healthcare 11.54%
4 Industrials 9.44%
5 Energy 9.28%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
EPL
1526
DELISTED
EPL OIL & GAS, INC COMMON STK
EPL
-125,312 Closed -$4.84M
SI
1527
DELISTED
SIEMENS AKTIENGESELLSCHAFT ADS
SI
-9,153 Closed -$1.24M
LSI
1528
DELISTED
LSI CORPORATION
LSI
-865,666 Closed -$9.58M
HXM
1529
DELISTED
DESARROLLADORA HOMES DA DE CV (HOMEX DEV. CORP)
HXM
-144,160 Closed -$203K
BEAM
1530
DELISTED
BEAM INC COM STK (DE)
BEAM
-619,158 Closed -$51.6M
BRE
1531
DELISTED
BRE PROPERTIES INC CL A
BRE
-85,675 Closed -$4.93M
EBIX
1532
DELISTED
Ebix Inc
EBIX
-12,325 Closed -$211K
GRA
1533
DELISTED
W.R. Grace & Co.
GRA
-2,557 Closed -$253K
NTT
1534
DELISTED
Nippon Telegraph & Telephone
NTT
-8,051 Closed -$219K
FNSR
1535
DELISTED
Finisar Corp
FNSR
-10,684 Closed -$284K